This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on. Today, our headlines feature a pair of downgrades for document storage company Iron Mountain (NYSE: IRM ) and insulin treatments-equipment maker Insulet (NASDAQ: PODD ) . But the headlines aren't all bad, so before we break the bad news to you, let's start off on a bright note about...
Ciena's banner quarter
Telecommunications equipment maker Ciena (NASDAQ: CIEN ) stunned the skeptics Thursday with a surprisingly profitable Q2 earnings report. Expected to lose a penny a share, Ciena instead reported a $0.02 profit -- and it beat on revenues, too.
Needless to say, Wall Street liked the report, and this morning, two analysts are hiking their expectations for the stock. Japan's Nomura Securities is positing a $23 share price a year from now, impressed that "revenues finally beat expectations ��expectations that were already at the high end of guidance." Nomura's also pleased to see that "the mid-point of Q3 guidance is 4% ahead of prior expectations and the high end of guidance 7% ahead." Needham, meanwhile, points to calendar year 2013 guidance of $0.51 per share, and a potential double to $1 a share in profit in 2014, as justifying its own price target hike to $22.
Best Transportation Companies To Invest In Right Now: Belden Inc (BDC)
Belden Inc. (Belden), incorporated on May 18, 1988, designs, manufactures and markets cable, connectivity, and networking products in markets including industrial, enterprise, and broadcast. The Company operates in three segments: the Americas segment, the Europe, Middle East, and Africa (EMEA) segment and the Asia Pacific segment. The Company�� offers cable, connectivity and networking products, including power generation and distribution, data centers, oil and gas, broadcast, transportation, healthcare and industrial automation. In December 2012, Carlisle Companies Inc acquired Thermax-Raydex business from the Company. In December 2012, the Company sold Consumer Electronics Assets in China to Shenzhen Woer Heat-Shrinkable Material Co Ltd. During the year ended December 31, 2012, the Company acquired Miranda Technologies Inc. (Miranda).
The categories of cable products are copper cables, including shielded and unshielded twisted pair cables, coaxial cables, and stranded cables, fiber optic cables, which transmit light signals through glass or plastic fibers and composite cables, which are combinations of multiconductor, coaxial, and fiber optic cables jacketed together or otherwise joined together to serve complex applications and provide ease of installation. Connectivity products include fiber and copper connectors for the enterprise, broadcast, broadband, and industrial markets. Networking products include Industrial Ethernet switches and related equipment and security features, fiber optic interfaces and media converters used to bridge fieldbus networks over long distances, networking infrastructure for the television broadcast, cable, satellite and IPTV industry, and load-moment indicators for mobile cranes and other load-bearing equipment.
For industrial end markets, the Company supplies cable, connectivity, and networking products for applications ranging from advanced industrial networking and robotics to traditional instrumentation and control systems. The Compa! ny�� cable products are used in discrete manufacturing and process operations involving the connection of computers, programmable controllers, robots, operator interfaces, motor drives, sensors, printers and other devices. The Company sells its industrial products primarily through value-added resellers, industrial distributors, and original equipment manufacturers (OEMs). It designs, manufactures and markets Industrial Ethernet switches and related equipment, both rail-mounted and rack-mounted, for factory automation, power generation and distribution, process automation, and infrastructure projects, such as bridges, wind farms and airport runways. It also designs, manufactures and markets fiber optic interfaces and media converters. In addition, it designs, manufactures, and markets a range of industrial connectors for sensors and actuators, cord-sets, distribution boxes, and fieldbus communications. These products are used both as components of manufacturing equipment and in the installation and networking of such equipment. The Company also designs, manufactures and markets load-moment indicators. Its switches, communications equipment, connectors, and load-moment indicators are sold directly to industrial equipment OEMs and through a network of distributors and system integrators.
For enterprise end markets, the Company supplies structured cabling solutions, connectors, and networking products for the electronic and optical transmission of data, sound, and video over local- and wide- area networks. Products for this market include copper cables including 10-gigabit Ethernet technologies, fiber optic cables, connectors, wiring racks, panels, interconnecting hardware, intelligent patching devices, and cable management solutions for complete end-to-end network structured wiring systems. End-use customers include hospitals, financial institutions, governments, service providers, and data centers. Its systems are installed through a network of trained system integrators and are supplied t! hrough au! thorized distributors.
For broadcast end markets, the Company is a provider of hardware and software solutions for the television broadcast, cable, satellite and IPTV industry. Its solutions also span the full breadth of television operations, including production, playout and delivery. The Company also manufactures a variety of multiconductor and coaxial cable and connector products, which distributes audio and video signals for use in broadcast television including digital television and high definition television, broadcast radio, pre- and post-production facilities, recording studios, and public facilities such as casinos, arenas, and stadiums. Its audio/video cables are also used in connection with microphones, musical instruments, audio mixing consoles, effects equipment, speakers, paging systems, and consumer audio products.
The Company manufactures networking infrastructure products for the television broadcast, cable, satellite and IPTV industry. Its primary market channels for this broadcast, music, and entertainment products are broadcast specialty distributors and audio systems installers. It also sells directly to music OEMs and the television networks including ABC, CBS, Fox, and NBC. The Company also provides specialized cables for security applications such as video surveillance systems, airport baggage screening, building access control, motion detection, public address systems, and advanced fire alarm systems. It manufactures flexible, copper-clad coaxial cable and associated connector products for the high-speed transmission of data, sound, and video (broadband) that are used for the drop section of cable television (CATV) systems and satellite direct broadcast systems.
For the broadband end market, Belden manufactures and develops connectivity solutions in several product categories: coax connector products that allow for connections from the provider network to the subscribers��devices, hardline connectors that allow service providers to dist! ribute th! eir services within a city, a town or a neighborhood and entry devices that serves to manage and remove network signal noise that could impair performance for the subscriber, and traps and filtering devices that allow service providers to control the signals that are transmitted to the subscriber.
During 2012, the Americas segment contributed approximately 64% of its consolidated revenues. This segment sells the full array of its products for the industrial, enterprise,and broadcast markets. The EMEA segment contributed approximately 19% of its consolidated revenues. This segment sells the full array of its products for the industrial, enterprise,and broadcast markets. The Asia Pacific segment contributed approximately 17% its consolidated revenues. This segment sells the full array of its products for the industrial, enterprise,and broadcast markets.
Advisors' Opinion:- [By Seth Jayson]
Belden (NYSE: BDC ) reported earnings on May 2. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), Belden met expectations on revenues and beat expectations on earnings per share. - [By Damian Illia]
Finally, I always like to see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the return on equity. The ratio has decreased when compared to its ROE from the same quarter one year prior. Currently, a ROE of 45.9% is higher than all the 1,805 companies in the Diversified Industrials industry. Competitors such General Cable Corp. (BGC) has a very low ROE of 0.3% which is clearly not attractive. An alternative could be Belden Inc. (BDC) with a positive ROE of 24%.
- [By Rich Duprey]
Signal transmission specialist�Belden� (NYSE: BDC ) �announced yesterday�its second-quarter dividend of $0.05 per share, the same rate it has paid since 2004 when it first began making a payout.
Top Communications Equipment Stocks To Own For 2015: Location Based Technologies Inc (LBAS)
Location Based Technologies, Inc. (LBT), incorporated on April 20, 2006, designs, develops, and sells personal, pet, and vehicle locator devices and services including PocketFinder People, PocketFinder Pets and PocketFinder Vehicles. The Company markets and sells consumer and commercial location devices and services. Its devices utilize Assisted Global Positioning System (A-GPS) and General Packet Radio Service (GPRS) technologies in conjunction with its technologies designed to enhance the families to interact and stay connected around the world. The Company is a developer of the PocketFinder family of products and the PocketFinder Network. The PocketFinder family of products includes the PocketFinder People, PocketFinder Vehicle, PocketFinder Pets, PocketFinder Luggage, PocketFinder Mobile and PocketFinder Fleet. The PocketFinder is a small location device that enables a user to locate a device, person, or pet, at anytime from almost anywhere. PocketFinder personal locator devices are wireless.
The Company generate revenue by selling its products and charging customers an ongoing service fee, for which it offers monthly and annual subscription plans. The Company�� product, PocketFinder, is a small, waterproof and wireless location device that enables users to locate anyone or anything they care about, from a computer or Web-enabled device. Its products deliver critical information to users, such as: device location, longitude, latitude, heading speed and 60 days of location history. This information can be viewed passively through a user�� account or can be sent to a user via email or push notification if the user sets an alert. The target markets for the PocketFinder include: young children, seniors, people with special needs and people who need to track valuable assets such as luggage or sporting equipment. In addition to the PocketFinder, it also sell the PocketFinder Pet and the PocketFinder Vehicle products. The PocketFinder Pet is designed for pets weighing 15 pounds or more,! and it markets the PocketFinder Vehicle to families with new drivers, car enthusiasts, motorcycle owners, watercraft owners and business fleets. The PocketFinder Vehicle attaches directly to a battery or fuse box, so it has a constant supply of power. All PocketFinder products operate on the same user interface, which enables its customers receive the same features, functionality and user-experience, regardless of which product they own. To access their account or locate their devices, users can logon to the Company�� Website at www.pocketfinder.com or use its native iPhone, iPad or Android Apps.
The Company�� products are sold through various brick-and-mortar and online retailers and through its Website. It provides customer service and support in the United States through existing call centers owned by Affinitas. It provides wireless location based solutions for global positioning products along with its friendly user interface software system. PocketFinder and PocketFinder Vehicle devices are being sold in the United States and in Canada through the Apple Online Store and Apple Retail Stores. PocketFinder devices for Pets are available for purchase on its Website.
The Company competes with Geospatial Platform Providers, Application Developers, Garmin�� GTU-10, Qualcomm�� Tagg, Lo-Jack, SpotLight, Fleetmatics, NetworkFleet, and Qualcomm.
Advisors' Opinion:- [By CRWE]
Today, LBAS�remains (0.00%) +0.000 at $.132 with 9,470 shares in movement thus far (ref. google finance Delayed: 9:47AM EDT June 20, 2013).
Location Based Technologies, Inc. previously received FCC and IC certification for its versatile LBT-886 device. These certifications are necessary before devices can be sold to consumers throughout the US and Canada.
The LBT-886 device is available for manufacture in a 2G or 3G variant. The 3G penta-band variant will enable the device to function in countries which only operate on the 3G spectrum, such as Australia, South Korea, Japan and some areas of Canada. This global tracking solution also delivers additional features such as various environmental sensors or comes with an attachment with special capability designed to meet lone-worker or personnel security requirements
Top Communications Equipment Stocks To Own For 2015: PositiveID Corp (PSID)
PositiveID Corporation (PositiveID), incorporated in November 2001, is engaged in developing, marketing and selling radio frequency identification (RFID), systems used for the identification of people in the healthcare market. PositiveID is focused on providing health and security identification tools to protect consumers and businesses, operating in two segments: HealthID and ID Security. The Company�� HealthID segment is focused on the development of four products, which includes the GlucoChip, iglucose, Easy Check and the rapid flu detection system. Its ID Security segment includes the identity security suite of products, sold through its NationalCreditReport.com brand and its Health Link personal health record (PHR) business. In July 2011, it completed the sale of substantially all of the assets of NationalCreditReport.com. On May 23, 2011, the Company acquired all of the interest of MicroFluidic Systems (MicroFluidic). In November 2013, the Company sold its interest in VeriTeQ Corporation (VeriTeQ).
HealthID Segment
PositiveID�� HealthID segment product GlucoChip is a glucose-sensing microchip is developed in conjunction with Receptors LLC (Receptors). Iglucose is a self-contained unit that automatically queries a diabetic user�� data-capable glucometer for blood glucose data and sends that data via encrypted text messaging to the iglucose online database. Easy Check is a non-invasive breath glucose detection system, based on the correlation of acetone in exhaled breath to blood glucose levels. The rapid flu detection system is also developed in conjunction with Receptors. The Company�� HealthID segment also includes the VeriMed system, which uses an implantable passive RFID microchip (the VeriChip) that is used in patient identification applications. Each implantable microchip contains a verification number that is read when it is scanned by its scanner.
ID Security Segment
PositiveID�� NationalCreditReport.com business offers consu! mers a range of identity security products and services primarily on a subscription basis. These services help consumers protect themselves against identity theft or fraud and understand and monitor their credit profiles and other personal information, which include credit reports, credit monitoring and credit scores. The Company has Health Link PHR business.
Healthcare Products
PositiveID�� Healthcare products include the GlucoChip, a product that combines a glucose-sensing microtransponder. The Company has partnered with Receptors to develop an in-vivo glucose sensor to detect glucose levels in the human body. In conjunction with Receptors, the Company has completed Phase I and Phase II development of the glucose-sensing microchip and are in Phase III development. The Easy Check breath glucose test, as of January 31, 2012 is under development, is a non-invasive glucose detection system that measures acetone levels in a patient�� exhaled breath. The iglucose system uses machine to machine technology to automatically communicate a diabetic�� glucose readings to the iglucose online database.
MicroFluidic Systems
MicroFluidic specializes in the production of automated instruments for a range of applications in the detection and processing of biological samples, ranging from rapid medical testing to airborne pathogen detection for homeland security. MicroFluidic�� substantial portfolio of related to sample preparation and rapid medical testing applications are the portfolio of virus detection and diabetes management products.
Identity Security Products and Services
National Credit Report.com, LLC (NCRC) is engaged in the consumer provision of credit reports, credit score and credit monitoring products. This business provides a medium for consumers to retrieve and review their credit history, as well as monitor their credit files with one or all three of the major credit reporting bureaus: Experian, Equifax and TransUni! on. The C! ompany�� products and services are offered to consumers on a monthly subscription basis.
Health Link Personal Health Record and Other Applications
Health Link is a patient-controlled, online repository to store personal health information, such as medications, allergies, family history, previous surgeries, vaccinations and lab results. Health Link also connects the patient to a multitude of customized materials, such as personalized health education and online connectivity to caregivers. Patients can also utilize Health Link to connect with numerous Electronic Medical Record (EMR) systems that are accessible through Microsoft HealthVault and Google Health. In conjunction with Raytheon Microelectronics Espana, the Company developed an eight millimetre microchip, which has functionality that is substantially equivalent to the VeriChip.
Advisors' Opinion:- [By James E. Brumley]
Ever heard of PositiveID Corp. (OTCMKTS:PSID)? Most people haven't, so don't worry if it's an unfamiliar name. What's surprising is that PSID is still a little unfamiliar to the masses at this stage of the Ebola game. It's not just a worry that we only have to worry about domestically. It's now spreading within the United States, which is a whole different ball game than preventing it from getting to the United States. This presents a real risk of pandemic spreading within our borders. PositiveID can help.
Top Communications Equipment Stocks To Own For 2015: LifeLock Inc (LOCK)
LifeLock, Inc., incorporated on April 12, 2005, is a provider of proactive identity theft protection services for consumers and identity risk assessment and fraud protection services for enterprises. It operates in two segments: consumer segment and an enterprise segment. In its consumer segment, the Company offer identity theft protection services to consumers on a monthly or annual subscription basis. In its enterprise segment, it offer identity risk assessment and fraud protection services to enterprise customers who pay the Company based on their monthly volume of transactions with it. It protects its consumer subscribers, whom it refers to as its members, by monitoring identity-related events, such as new account openings and credit-related applications. It also provides remediation services to its members in the event that an identity theft actually occurs. On March 14, 2012, the Company acquired ID Analytics, Inc. In December 2013, the Company announced that it has completed the acquisition of Lemon Inc.
Consumer Business
The Company protects its members by proactively monitoring identity-related events, such as new account openings and credit-related applications, which may present a risk of identity theft. If it detects that a member�� personally identifiable information is being used, the Company sends notifications and alerts, including proactive, near real-time, actionable alerts, to the member via text message, phone call, or e-mail through its LifeLock Identity Alert system that allows the member to confirm valid or unauthorized identity use.
Enterprise Business
The Company delivers on-demand identity risk assessment and authentication information about consumers to its enterprise customers in their daily transaction flows. Its enterprise customers utilize this information in real time to authenticate their customers, assess their risk profile, and enhance the enterprise�� decision making process on which to base account opening, le! nding, credit, and other risk-based decisions. By integrating its services into their business processes, its enterprise customers can reduce potential financial losses from identity fraud. Information generated from the transaction flow at its enterprise customers is transmitted back to its data repositories, which continually enhances the LifeLock ecosystem and helps strengthen the services the Company can provide to its customers in the future.
The Company competes with Experian, Equifax, TransUnion, Affinion, Early Warning Systems, Intersections and LexisNexis.
Advisors' Opinion:- [By Rick Munarriz]
LifeLock (NYSE: LOCK ) has been a beneficiary over the years, as folks turn to the company to monitor potential ID breaches. It scored another strong quarter, with revenue climbing 30% and adjusted profitability more than doubling.�
Top Communications Equipment Stocks To Own For 2015: Digicore Holdings Ltd (DGC)
Digicore Holdings Limited is a South Africa-based holding company engaged in the manufacturing and distribution of fleet management and vehicle tracking solutions. The Company operates in three segments: South African Distribution, Foreign Distribution, Product Development and Manufacturing and Group Management. The Company's South African distribution segment focuses on distribution of manufactured fleet management and vehicle tracking solutions within the South African consumer market. Foreign distribution focuses on the distribution of manufactured fleet management and vehicle tracking solutions all around the world. Product development and manufacturing segment focuses on investing in research, manufacturing and development of vehicle tracking and fleet management solutions for distribution. Group Management segment renders management services to the Company. On August 31, 2012, the Company obtained an additional 27% shareholding in Ctrack (Pty) Ltd. Advisors' Opinion:- [By Eric Lam]
Detour Gold (DGC) plunged 18 percent to C$6.35, an almost five-year low. The company said in a statement it will not reach its 2013 production target of 270,000 ounces of gold and now forecasts 240,000 to 260,000 ounces.
Top Communications Equipment Stocks To Own For 2015: Motorola Solutions Inc (MSI)
Motorola Solutions, Inc. (Motorola Solutions), incorporated March 9, 1973, provides communication infrastructure, devices, software and services. The Company provides these products and services for enterprise and government customers worldwide. The Company operates in two segments: Government and Enterprise. The Government segment includes sales of public safety communications systems, commercial two-way radio systems and devices, software and services. The Enterprise segment includes sales of rugged and enterprise-grade mobile computers and tablets, laser/imaging/RFID-based data capture products, wireless local area network (WLAN) and integrated digital enhanced network (iDEN) infrastructure, software and services. In January 2014, the Company announced that it has acquired Twisted Pair Solutions, a provider of push-to-talk over broadband applications for secure, real-time communication anywhere, on any device.
Government
The Government segment designs, manufactures, sells, and provides services around voice and data communications systems, devices, security products and applications. These products and services are sold to a range of customers, including government, public safety and first responder agencies, as well as commercial customers who operate private communications networks and manage a mobile workforce.
The Company offer a portfolio of network infrastructure, devices, applications and services, based on Association for Public Safety Communications Officials 25 (APCO), terrestrial trunked radio (TETRA), and digital mobile radio (DMR) standards, as well as broadband technologies (Long-Term Evolution (LTE) and WiFi). Its products and services are sold stand alone, as well as part of an integrated system. In addition, Motorola Solutions offer critical applications in the public safety command center, including voice, computer aided dispatch and multimedia/video. The Company�� service offering includes mobility consulting, system design and installatio! n, network and device management and product support.
The Company competes with Cassidian/EADS, Harris, Hytera, Kenwood, Sepura and Tait.
Enterprise
The Enterprise segment designs, manufactures, sells and provides services around WLAN infrastructure, rugged and enterprise-grade advanced data capture and mobile computing devices, security products and applications. These are sold to a range of enterprise customers, including those in retail and hospitality, transportation and logistics, manufacturing, energy and utilities, education and healthcare. Motorola Solutions offers a portfolio of devices, infrastructure, applications and services, which include rugged and enterprise-grade mobile computers and tablets, laser/imager/RFID based data capture devices and kiosks, WLAN switches/controllers and access points, network and device management software, network and device security software, voice-based devices and software, and systems based iDEN technology.
The Company competes with Apple, Aruba, Bluebird, Cisco, Datalogic, Honeywell, Hewlett Packard, Intermec, Psion, Panasonic and Samsung.
Advisors' Opinion:- [By John Kell and Lauren Pollock var popups = dojo.query(".socialByline .popC"); ]
Zebra Technologies made a bid to substantially grow its business, agreeing to buy Motorola Solutions Inc.'s(MSI) enterprise business for $3.45 billion in cash. The deal represents a large expansion for Zebra as the barcode-printing and asset-tracking company looks to strengthen its presence in retail, logistics, transportation and manufacturing. Zebra shares rose 5.54% to $72.04 and Motorola Solutions shares increased 3.5% to $66.01.
- [By Selena Maranjian]
More than a handful of Guru-approved companies had strong performances over the past year. Hartford Financial Services Group (NYSE: HIG ) and Motorola Solutions (NYSE: MSI ) each surged 31%. Hartford has been shifting its focus from annuities, retirement planning, and life insurance toward property and casualty insurance. It has been tackling its significant debt, and its fourth-quarter earnings exceeded expectations. The stock has exhibited volatility, but some see it as undervalued now, with a forward P/E ratio of just 8.
- [By Laura Brodbeck]
Stocks moving in the Premarket included:
Walgreen Co.�(NYSE: WAG) gained 0.60 percent in premarket trade after losing 2.86 percent over the past week. Walt Disney Co.�(NYSE: DIS) was up 0.56 percent in premarket trade after falling 1.12 percent on Tuesday. Freeport-McMoRan Copper & Gold Inc�(NYSE: FCX) lost 1.01 percent in premarket trade after falling 9.44 percent over the past five days. Motorola Solutions Inc�(NYSE: MSI) was down 0.85 percent in premarket trade after losing 0.53 percent on Tuesday.Earnings
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